Data and Research

One-third of Americans would use extra money in retirement to pay off a mortgage or buy a dream home, a study finds.

Stress from managing debt and saving for retirement has an impact on work life, and employers are combatting the problem with financial education.

Many parents do not know how much to save for retirement.

Unfortunately, on the bottom of the list of priorities during plan reviews for both sponsors that work with an adviser (27%) and those that do not (25%) is...

There was an impressive jump in the number of Millennials saving at least 5% of their income towards retirement or other long-term financial goals during the last year. 

Retirement accounts held the bulk of target-date mutual fund assets as of the end of 2015.

Nearly 90% of the assets in target-date mutual funds and CITs are controlled by products that invest only in the proprietary funds of the series sponsor.

Access to a retirement plan helps boost individuals' confidence in their ability to retire, according to EBRI’s latest data. 

There are diverse needs among different employee groups, but emotions about financial wellness are consistent among all, a Fidelity survey finds.

According to “Retirement Plans for Institutions of Higher Education,” nearly half of institutions are sponsoring a 401(k) plan.

Advisers will increasingly choose technology platforms to deliver advice, and insurance product pricing may become more like mutual funds, Cerulli Associates anticipates.

The demand for index funds played a part in the decline, says ICI.

Average all-in plan fees are down for both small and large retirement plan sponsors, according to the latest edition of the 401k Averages Book.

Despite their fears, few women have talked to loved ones or a financial adviser about long-term care plans and costs.

Instinctive decisionmakers admit their retirement savings habits are not ideal, and they agree that one-on-one meetings are the best way for them to receive information.

More than one-third of Millennials haven’t even started saving for retirement, and more than half of Gen X has less than $10,000 set aside, according to new research...

More than eight in ten did so with the help of an adviser.

The updated Wells Fargo/Gallup Investor and Retirement Optimism Index pins investor confidence at the lowest level in nearly two years.

Increased employer contributions are still insufficient to cover growing unfunded liabilities.

Managed account adoption has grown as employees face greater market uncertainty and employers look for ways to attract and keep top talent.